Case Study of a hard-working couple
ALEX AND LAURA, BC
How Different Saving Buckets Increased Certainty And Security For The Young Canadian Couple in British Columbia
You've spent your adult life earning money, so why not make your hard-earned money work for you? Don't work all your life—discover how others have achieved financial freedom using the proven Hexavisionary Framework. Retire early and stay wealthy by implementing timeless financial wisdom and modern strategies. See real success stories and start your journey to financial independence today. Here from Alex himself about his experience with us.
BEFORE MENTORING
Good Income, No financial Security
AFTER MENTORING
Total Financial Security
PROGRAM
Total Financial Freedom Mentorship Program
The Desire
A worry-Free financial future is a dream Alex and Laura a super hard-working couple from British Columbia always wanted and no one showed them how they can also achieve it just like the 9% of ultra-rich and elite Canadians served by the big financial institutions.
When they approached me, they not only wanted to learn and improve their money management skills, they also believed they will never be able to catch up with the rising cost of real estate to afford one for themselves and their growing family to take it to the next level.
The Challenge
The Solution
The increasing cost of real estate and the ever-complex web of how to manage hard-earned money
A brand new approach to money and beautiful personalized plan keeping the future in mind and taking care of today.
Alex and Laura's #1 goal was to put their hard-earned money to work for them so that they do not have to work their entire life. #2 Goal was to invest in the first home in Canada.
But they didn't just want the investment to look for great results some time and fear of losing investments the other time they wanted to make sure it would actually get them secured results for the long term.
That meant it would need to start getting a higher percentage of growth along with the security of having the money when they need it the most, basically a solid foundation and solid and secure financial home but they were confused with conflicting information provided by various institutions which did not serve them.
The initial self-managed plan without a mentor was making Alex and Laura park their hard-earned money at the wrong places in various accounts, plans and all scattered not serving them.
We built together a plan with mid-term and long-term plans for every stage of life and implemented an easy to manage all-weather portfolio with the security of never losing the principal and growth.
We also streamlined the deaccumulation process and integrated it with the new plan so Alex and Laura can automate their life-long tax-efficient income no matter what happens in the market. And of course, we delivered some killer tax-free wealth accumulation making the money work multiple times for them.
The Results
Achieve both goals within six months of joining the mentoring program.
Not only did Alex and Laura increase their Cash flow with proper planning and secure their paycheque no matter what happens to them. They were also able to find money enough to buy their first home in Canada.
Alex and Laura, the hard-working couple, had this to say about the experience with Sunny:
"If you plan to be one of the clients of Sunny's mentoring program, you'll be in good hands. They have integrity, they really care, and they'll give you all the support you need."
Now Worry-Free couple enjoys exactly the kind of security and certainty that they deserve just like the 9% of the elite rich and wealthy do from the beginning.
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Working Hours
🟢 Monday to Saturday : 9:30 AM - 6:30 PM
🔴 Sunday : Closed
Our Service Area
Ontario | Quebec
Alberta | Nova Scotia
British Columbia | Saskatchewan
New Brunswick
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Kanwaljit (Sunny) Kochar DBA Hexavision Enterprise is licensed to sell Segregated Funds investments, Life and A&S Insurance products in Ontario, Alberta, QC, NB, SK, NS and British Columbia. Not available in other provinces.
License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC). Insurance and segregated funds provided by Carte Risk Management Inc.
@ 2024 Hexavision Enterprise| Terms And Condition| Privacy Policy | Advisor Disclosure
© 2024 Hexavision Enterprise. All rights reserved
Our Service Area
Ontario | Quebec
Alberta | Nova Scotia
British Columbia | Saskatchewan
New Brunswick
Working Hours
🟢 Monday to Friday : 9:30 - 6:30 EST
🔴 Saturday and Sunday : Closed
Join Our Blogs/Newsletter
Kanwaljit (Sunny) Kochar DBA Hexavision Enterprise is licensed to sell Segregated Funds investments, Life and A&S Insurance products in Ontario, Alberta, QC, NB, SK, NS and British Columbia. Not available in other provinces. License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC), AMF LIC# 2023-CI-1016414(QC), LIC # 087345 (SK), FCSC LIC# 220039066 (NB) Insurance and segregated funds provided by Carte Risk Management Inc.
@ 2024 Hexavision Enterprise| Terms And Condition| Privacy Policy | Advisor Disclosure
© 2024 Hexavision Enterprise. All rights reserved